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Michael L

Series 66

Las Vegas, NV

Merrill

Michael Little is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Las Vegas. He works with clients to advance steady progress toward their financial goals by developing personalized strategies that consider their unique family dynamics, financial situations, and long-term aspirations. Michael’s approach emphasizes comprehensive planning to help clients anticipate key decision points and build confidence in their financial futures. He specializes in areas such as family wealth management strategies, legacy and retirement planning, portfolio management, tax minimization, and services for defined benefit plans. Michael holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is also a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Nevada - Las Vegas and is involved with professional and community organizations including the UNLV Letterwinners and Bishop Gorman High School. Outside of his professional commitments, Michael is a family man who enjoys spending time with his wife, son, daughter, and pets. He is active in his community and values participating in local organizations. In his personal time, he engages in competitive sports such as tennis, baseball, football, golf, and soccer, reflecting his energetic and disciplined approach both on and off the court.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting General estate planning guidance Women Professionals
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Marina L

Series 66

Las Vegas, NV

Merrill

Marina Linton is a Vice President and Financial Advisor with Merrill Lynch Wealth Management in Las Vegas. She provides advanced planning, tailored strategies, and guidance to clients, helping them achieve efficiency and control over their financial futures. With over two decades of experience in financial services, Marina offers industry knowledge and personalized service aimed at addressing what matters most to her clients. Marina serves a diverse clientele, including business owners, C-suite professionals, families, and members of the medical community, drawing on her background and experience co-founding and leading a home-financing and real estate group. She assists clients in managing complex wealth issues, tax-sensitive investing, business and retirement needs, and collaborates with clients' professional teams. Prior to joining Merrill Lynch in 2022, Marina held roles with Fidelity Investments, Discover Financial Services, Deloitte, and Cambridge Lending Group. She holds an M.B.A. in Finance with a concentration in Accounting from DePaul University’s Driehaus College of Business and a B.B.A. in Finance from the Lubar College of Business at the University of Wisconsin-Milwaukee. Marina also completed the Lean Six Sigma Executive Program at Northwestern University’s Kellogg School of Management and carries the Personal Investment Advisor (PIA) designation. She communicates fluently in English and Russian.

Wealth management Tax-loss harvesting Retirement income strategy Business ownership considerations Charitable giving & philanthropy Doctor or Medical Professional Founder/Business Owner Executive Mid-Career Professionals Parents Women Professionals
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Brandon S

Series 63, Series 66

Las Vegas, NV

Merrill

Brandon Saliba is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, City National Bank, and Morgan Stanley. He is based in Las Vegas, NV. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Stephen P

Series 66

Las Vegas, NV

Merrill

Stephen Pickering is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 after earning a bachelor's degree in Finance from the University of Nevada, Reno. Stephen holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). With over a decade of experience in the financial services industry, Stephen focuses on serving high-net-worth clients by developing tailored financial strategies that address their risk tolerance, time horizon, and liquidity needs. His expertise includes corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He emphasizes a hands-on and detail-oriented approach, working closely with clients to evaluate their financial situations and maintain investment plans through different life stages. Stephen is also a member of Vegas Lodge #32, part of the Grand Lodge of Free and Accepted Masons of Nevada. In his personal time, he enjoys golfing, ice hockey, and spending time with his family.

Wealth management Retirement income strategy Retirement withdrawal strategies Tax-loss harvesting Business exit / sale strategy Executive
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Michael D

Series 66

Las Vegas, NV

Merrill

Michael Daly is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Las Vegas. He has been in the banking and finance industry since 2002, bringing extensive experience in business and project management as well as a comprehensive understanding of banking and brokerage operations. His primary focus areas include client relationship management and enhancing the client service experience. Michael helps individuals, families, and businesses with wealth growth, management, and preservation, offering tailored guidance on a variety of financial concerns. Michael specializes in areas such as college education planning, divorce transition planning, executive and equity compensation, legacy and liquidity management, retirement planning, socially responsible and ESG investing, tax minimization, and LGBT wealth planning. He is known for his attention to detail, regular communication with clients, and accessibility to address their priorities and secure their financial legacies. His professional credentials include Chartered Financial Consultant (ChFC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Born and raised in Las Vegas, Michael values the diverse backgrounds of his clients and works closely with them to understand their unique goals and values. Outside of his professional role, he enjoys spending time with his wife Megan and their children, traveling, and woodworking.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Social Security optimization
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Myra J

Series 66

Las Vegas, NV

Merrill

Myra Jaimes is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked with several nonprofit organizations and educational institutions, including the Naples Art Institute and Florida Gulf Coast University. She has also been involved with Taste of Immokalee and The Immokalee Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Anthony G

Series 63, Series 65

Las Vegas, NV

Merrill

Anthony Goldstein is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2013. He is associated with Sky Trust, an outside business based in Las Vegas, although he devotes no hours annually to this activity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Manuel C

Series 66

Las Vegas, NV

Merrill

Manuel Cantella is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with Merrill clients to assess their current financial situations and introduce them to solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools to manage their financial lives effectively. Manuel holds the Professional Investment Advisor (PIA) designation. His approach involves helping clients identify what matters most to them and their families to develop strategies that pursue their financial goals.

Wealth management
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Paul F

Series 66

Las Vegas, NV

Merrill

Paul Forrester is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has extensive experience in family wealth management strategies, personal retirement planning, and portfolio management services. Paul co-founded The Wilson Forrester Group in 2006, which focuses on guiding clients through various phases of wealth creation, growth, retirement, and legacy planning. The group utilizes the resources and banking services of Merrill Lynch Wealth Management and Bank of America to deliver services such as risk management, retirement income strategies, trust and estate planning, and wealth transfer. Paul began his career in 1995 with The Sceptre Investment Counsel Limited in Toronto, Canada, before joining Morgan Stanley in the USA in 2005. He transitioned to Merrill Lynch Wealth Management in 2010. Paul holds a Bachelor of Arts degree in English Literature from York University, earned in 1988, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Paul enjoys golfing, ice hockey—playing twice weekly—and music, drawing on his background as a former professional musician who continues to play multiple instruments.

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer
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Lindsay S

Series 66

Las Vegas, NV

Merrill

Lindsay Shuck is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley for 15 years before joining Merrill in 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Peter D

Series 66

Las Vegas, NV

Merrill

Peter Damascus is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 1997. In his current role, Peter focuses on business retirement services and family wealth planning and asset management. He advises clients on corporate retirement planning, individual family planning, and estate planning recommendations, emphasizing realistic goals, expectations, and collaborative strategies. He and his team support business owners and trustees by recommending employee retirement and deferred compensation plans, managing business cash flow, and assisting with lending lines. They also prioritize educating employees about benefit plans and their participation benefits. For family wealth management, Peter and his team listen attentively to clients' financial needs to develop personalized paths for achieving their goals. Peter holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, along with Chartered Retirement Planning Counselor™, Certified 401(k) Professional, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant certifications. He earned his Juris Doctorate from Yeshiva University Benjamin N. Cardozo School of Law in 1995 and holds a Bachelor's degree from Pace University. Peter passed the New York and California State Bars and is a member in good standing of both bars as well as the Supreme Court of the United States and the United States Court of International Trade. He also serves as a FINRA Arbitrator. Outside of his professional responsibilities, Peter volunteers for the Special Olympics and serves as a board member of the Trojan Football Alumni Club and The Silver Stone Ranch HOA. He resides in Nevada with his family.

General retirement planning Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Shirley C

Series 63, Series 66

Las Vegas, NV

Merrill

Shirley Cruz is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2010, following a lengthy tenure at Bank of America dating back to 1994. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Vance A

Series 66

Las Vegas, NV

Merrill

Vance Alm Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2022, following roles in lending and retail industries. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Megan D

Series 66

Las Vegas, NV

Merrill

Megan Daly is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Merrill since 2014 and also works at Bank of America, N.A. since 2017. Based in Las Vegas, NV, she supports a broad range of client needs within these firms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Denise W

Series 66

Las Vegas, NV

Merrill

Denise Wilkins is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1994. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Pei Jung L

Series 66

Las Vegas, NV

Merrill

Pei Jung Luh is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, Pei's background includes roles at Caesars Entertainment, MGM Resorts International, and the University of Nevada, Las Vegas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Nicolas S

Series 66

Las Vegas, NV

Merrill

Nicolas Scamorza is a Financial Advisor at The Cohen Group, a Merrill Lynch Wealth Management team headquartered in Las Vegas, Nevada. Joining the team in 2022, he contributes to business development and works alongside his wife, Jessica Cohen, and father-in-law, Gary Cohen. His role involves helping clients build and preserve their wealth across generations with personalized financial strategies. Prior to his current position, Nicolas spent over 11 years as a Certified Public Accountant at PwC, RSM US LLP, and Deloitte. His areas of client focus include Divorce Transition Planning, Family Wealth Management Strategies, Small Business Strategies, Tax Minimization, and Retirement Income. Although he draws on his accounting background, he does not provide tax advice in his current role. Nicolas holds a Bachelor's Degree from the University of Nevada - Las Vegas and maintains professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with his wife, hiking, cheering for the Vegas Golden Knights, and cooking.

Retirement income strategy Wealth management Family Business Intergenerational Families
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Lee M

Series 63, Series 66

Las Vegas, NV

Merrill

Lee Mc Neill Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. Based in Las Vegas, he serves a diverse clientele including casino executives, contractors, attorneys, physicians, business owners, athletes, and retirees from across the nation. His advisory approach focuses on personalized wealth management strategies tailored to clients' unique financial goals and circumstances. With a background as a former insurance executive, Mc Neill applies a four-pronged strategy centered on preservation of capital, generating income, growth, and legacy planning. He works closely with clients to identify goals and gaps in their financial pictures before developing integrated strategies. He collaborates with Merrill Lynch Wealth Management analysts to customize investment portfolios, acting as an asset allocator across asset classes to align with clients' long-term goals, risk tolerance, timelines, and liquidity needs. Mc Neill earned a high school diploma from Durango High School and attended the University of Nevada - Las Vegas without obtaining a degree. He holds the Personal Investment Advisor (PIA) designation and is a member of the Las Vegas Metro Chamber of Commerce. In his personal time, he enjoys cooking, football, ice hockey, music, and traveling.

Wealth management Retirement income strategy General estate planning guidance Liquidity event planning Active portfolio management Executive Attorney Doctor or Medical Professional Founder/Business Owner Professional Athlete
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Alejandro L

Series 66

Las Vegas, NV

Merrill

Alejandro Leon Rodriguez is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 2006, Alejandro has held various roles, including community banking and wealth management. Raised in Las Vegas, he is familiar with the local community and focuses on serving its needs. Alejandro specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds the Personal Investment Advisor (PIA) designation and is fluent in both Spanish and English. Alejandro earned his High School Diploma from Rancho High. Outside of his professional work, Alejandro enjoys billiards, boxing, dancing, golfing, and traveling. His approach centers on understanding what matters most to clients and their families to develop flexible strategies that pursue their financial goals.

Wealth management Retirement income strategy General retirement planning Business ownership considerations
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Nadine F

Series 63, Series 65

Las Vegas, NV

Merrill

Nadine Faulis is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management in Las Vegas. She has been with Merrill since 1995 and has served families, individuals, and businesses since 1989. Nadine works closely with clients to develop tailored financial strategies aimed at achieving their short-, intermediate-, and long-term financial goals, including retirement planning, portfolio management, family wealth management, and wealth strategies for women and those in sports and entertainment. Nadine graduated from the University of Nevada, Las Vegas in 1989 with a dual Bachelor's degree in Finance and Marketing. She holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Over her career, she has been recognized by Forbes and Barron's as a top financial advisor. In addition to her professional commitments, Nadine is active in her community and church. She is a member of the United Way of Southern Nevada – Women United and Nevada Women's Philanthropy, where she serves on volunteer committees. Nadine is also involved with the Merrill Women's Exchange. She resides in Las Vegas and engages in personal interests such as golfing, music, photography, reading, singing, swimming, traveling, volleyball, watching movies, and spending time with her family.

Wealth management General retirement planning Retirement income strategy Executive Doctor or Medical Professional Women Professionals Women's Finance
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